Our Goal is to Make Sure Every Client Who No Longer Works Has a Plan That Does


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Call us today to learn how we can help you with this important part of your retirement plan!


If you are like most people, the first step in your retirement planning is a good education. At The Optimus Group, we specialize in teaching and coaching our clients how to use their investment options to maximize returns. A balanced portfolio can be your strongest asset.

Your financial security is our goal and educating you on the value of investing in a variety of vehicles is part of the process. Learn how to use your 401(k), IRA, Roth and company pension along with Social Security to set your retirement goals so you can obtain financial freedom.
The professional financial coaches at The Optimus Group are here to help you succeed in your long-term financial planning. Call today for a free consultation and discover your direction. Get the expert advice you need to make the smart decisions about your financial future.

Contact us today for help with Retirement Planning, Financial Planning Strategies, Social Security Strategies, 401(k) Assistance and any other help you may need so you can secure your financial future!



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  • Office Locations:

    The Optimus Group, LLC
    1745 Route 9, Clifton Park, NY
    71 Elm Street, Worcester, MA
The Optimus Group, LLC © COPYRIGHT 2016